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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,061 | $99,011-90.8% | $86,582-89.5% | $147,586-93.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 17.13% | 1312.75%-1295.6pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $144 | $3,972-96.4% | $3,609-96.0% | $5,439-97.4% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |